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423 hedge funds and large institutions have $9.16B invested in Amdocs in 2021 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 132 increasing their positions, 175 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

10% more capital invested

Capital invested by funds: $8.36B → $9.16B (+$805M)

1.98% more ownership

Funds ownership: 90.79%92.77% (+2%)

4% less funds holding

Funds holding: 439423 (-16)

21% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 52

25% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 175

85% less call options, than puts

Call options by funds: $14.5M | Put options by funds: $97.6M

Holders
423
Holders Change
-16
Holders Change %
-3.64%
% of All Funds
7.36%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
41
Increased
132
Reduced
175
Closed
52
Calls
$14.5M
Puts
$97.6M
Net Calls
-$83.1M
Net Calls Change
-$34M
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
376
Tortoise Investment Management
New York
$16K
AWA
377
Arkadios Wealth Advisors
Georgia
$15K
RFA
378
Reilly Financial Advisors
California
$15K
FFC
379
First Financial Corp
Indiana
$13K
BCA
380
Berman Capital Advisors
Georgia
$11K -$618 -8 -5%
FMII
381
Farmers & Merchants Investments Inc
Nebraska
$11K
PMFA
382
Plante Moran Financial Advisors
Michigan
$10K
AssetMark Inc
383
AssetMark Inc
California
$10K +$3.4K +44 +52%
Jones Financial Companies
384
Jones Financial Companies
Missouri
$10K +$4.56K +59 +79%
HIM
385
Hillsdale Investment Management
Ontario, Canada
$9K -$440K -5,700 -98%
GWS
386
Glassman Wealth Services
Virginia
$9K
Loomis, Sayles & Company
387
Loomis, Sayles & Company
Massachusetts
$9K +$8.57K +111 New
LPWM
388
Lake Point Wealth Management
Texas
$9K +$9.34K +121 New
CFD
389
Creative Financial Designs
Indiana
$8K
PFBT
390
Parkside Financial Bank & Trust
Missouri
$8K +$309 +4 +4%
SL
391
Savior LLC
Massachusetts
$6K
JFGIW
392
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5K -$930K -12,048 -99%
EARNEST Partners
393
EARNEST Partners
Georgia
$5K
FPS
394
Fieldpoint Private Securities
Connecticut
$5K
EBSAM
395
Eubel Brady & Suttman Asset Management
Ohio
$5K +$5.56K +72 New
GWM
396
Geneos Wealth Management
Colorado
$4K -$618 -8 -13%
BFC
397
Bedel Financial Consulting
Indiana
$4K
CWC
398
Carolinas Wealth Consulting
North Carolina
$4K
PCG
399
Private Capital Group
Connecticut
$4K
BWA
400
BDO Wealth Advisors
Florida
$3K

DOX Hedge Fund Activity: Q2 2021 in Review

423 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Amdocs (DOX) for Q2 2021, worth a combined $9.16B — up 9.6% from $8.36B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of DOX and 41 opened new positions — a net loss of 11 holders — while 175 trimmed existing stakes and 132 added.

The largest buyer was Fidelity Investments, adding an estimated $149M. The largest seller was Wellington Management Group, cutting an estimated $121M.

  • 423 institutional investors held Amdocs (DOX) as of Q2 2021, down from 439 in Q1 2021.
  • Funds reported $9.16B of Amdocs stock for Q2 2021, up 9.6% quarter-over-quarter.
  • 41 funds opened new Amdocs positions in Q2 2021 and 52 closed out, a net change of -11 holders.
  • The largest Amdocs buyer in Q2 2021 was Fidelity Investments, an estimated $149M added.
  • The largest Amdocs seller in Q2 2021 was Wellington Management Group, an estimated $121M sold.

Based on aggregated 13F filings for Q2 2021.